Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Energy Adm in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLUMBERS AND PIPEFITTERS LOCAL 553 PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN | EAST ALTON IL | 276 | $102.3M | $1.8M |
| 2 | THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE TN | 117 | $13.7M | $572K |
| 3 | DAHLIN GROUP, INC. DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN |
PLEASANTON CA |
| 180 |
| $47.2M |
| $412K |
| 4 | EXODUSPOINT CAPITAL MANAGEMENT LP EXODUSPOINT CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 324 | $60.9M | $251K |
| 5 | MIDTOWN COMMUNITY HEALTH CENTER, INC. MIDTOWN COMMUNITY HEALTH CENTER 403(B) PLAN | OGDEN UT | 184 | $14.2M | $131K |
| 6 | SHORE POINT DISTRIBUTING CO., INC. SHORE LINE DELIVERY EMPLOYEES' PROFIT SHARING PLAN | ADELPHIA NJ | 125 | $17.2M | $130K |
| 7 | HUWA ENTERPRISES, LLC HUWA ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | KEENESBURG CO | 200 | $8.4M | $103K |
| 8 | DOBER CHEMICAL CORPORATION DOBER CHEMICAL CORPORATION EMPLOYEES' 401(K) PLAN | WOODRIDGE IL | 132 | $23.2M | $91K |
| 9 | USOP, LLC US ORTHOPAEDIC PARTNERS 401(K) PLAN | ALPHARETTA GA | 1,590 | $102.5M | $31K |
| 10 | PRECISION SPINE INC. PRECISION SPINE 401K PLAN | PEARL MS | 103 | $10.3M | $31K |
